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Goals for Today’s Session

Gain basics of treasurer role

Access leadership resources

Ask questions, share ideas

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Expectations for Today’s Session

Ask questions

Slides will be emailed

Use your handout Participate!

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• Know where to find information and support:

• Safeandhealthy.osu.edu – campus-wide information

• Go.osu.edu/StudentOrgGuidance –interpretations for student organization operations. Will be updated as-needed.

• Go.osu.edu/StudentOrgHome – contact information for the Student Org Team and Coaches

Student Org Guidance

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The Latest UpdateVisit our website at https://activities.osu.edu/involvement/student_organizations/covid19_information/for the latest information about in-person activities, messages to the student organization community, and FAQs

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Meeting and Programs• Virtual meetings and programs are still

strongly encouraged• In-person meetings and programs must

have 10 or fewer participants, indoors and outdoors, on- and off-campus

• Food is not permitted for on-campus activities

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Registration and Funding• Registration requirements are the same,

extensions are available• Operating and Programming Funds are

available• New Member Development Grant

available for spring semester (up to $500)

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Accountability & Consequences• Both the organization and individual

students can be held accountable under the Code of Student Conduct

• Loss of org recognition, individual suspension• Reduce your risk by being a good steward• Consider updates to the org Constitution• Report behavior to

go.osu.edu/conductcomplaint

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ONLINE TRAINING

Key Roles

Funding and Finances

Registration Basics

Resources

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1. What are the two sources of fundingavailable from CSA?

2. When are audits due for those funding sources?

3. What can student orgs access in the Resource Room?

4. What is the deadline to complete your registration requirements?

Online Training Key Points

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• Guiding principles• Registration process• Responsibilities of student orgs• Funding guidelines• Allowable expenses for Operating and

Programming Funds• Much more!

Student Org Guidelines

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Member DevelopmentLeadership Capacity and Confidence | Social Perspective Taking | Wellness

Organization OperationsPurpose and Goals | Membership Recruitment and Retention

Budgeting and Financial Management | Fundraising and Philanthropy Programming | Leadership Transitions | Self-Governance

Operational Efficiency | Collaboration Responsiveness and Innovation Diversity and Inclusion | Risk Reduction | Advisor Partnerships

Community EngagementConnection to Student Organizations | Affinity with the University

Commitment to Social Change

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Student Organization Coaches

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Member DevelopmentLeadership Capacity and Confidence, Social Perspective Taking, Wellness

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Leadership Capacity and Confidence

The development of members’ self-awareness of their personal values and skills, as well as their belief that they will be successful when engaging in leadership behaviors

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Leadership Capacity and Confidence

Greatest strengths Areas for growth

How will your strengths help

you succeed as a leader?

How will your role help you grow as

a leader?

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ResourcesStudent Leadership

Advocates Workshops

MCC Education and Training Programs

Student Organization Success Coaches

Leadership Education Needs Assessment (LENA)

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Organization Operations

Purpose and Goals, Membership Recruitment and Retention, Budgeting and Financial Management, Fundraising and Philanthropy, Programming, Leadership Transitions, Self-Governance, Operational Efficiency, Collaboration, Responsiveness and Innovation, Diversity and Inclusion, Risk Reduction, Advisor Partnerships

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Budget and Financial Management

The ability to be financially self-supporting with a well-developed budget that reflects the current and future priorities of the organization

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Operating FundsVery flexible,

for use in daily

operations

$200 annually

Submit audit, receipts and

unused funds by May 1

Apply between

July 1 and April 1

Funds issued in advance

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Operating Expenses

Up to $100 on food for recruitment events

Equipment CostsFacility Rental Fees

Advertising Promotion

Printing

National DuesFees

Travel and Transportation

BooksSubscriptions

Bank ChargesChecks

Office Supplies

Membership Awards

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Programming FundsFor use only with eligible programs

Eligible for $2000 or $3000

depending on level of active

status

Submit audit and receipts

within 30 days of your event

Apply by one of 5 deadlines, depending on program date

Funds issued on a

reimbursement basis

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Programming Expenses

Speaker Costs, Entertainment

Equipment Rental, Consumable Supplies

Food, Beverages

(40%)Publicity (20%)

Take-Aways(20%)

Ohio State

Facilities

Apparel (20%)

Personnel

Service Travel (50%)

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Programming FundsEligible programs must be:• Educational or service activity• Held on-campus• Open to all fee-paying students• Broadly marketed

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Programming FundsIneligible programs include:• Meals• Organization recruitment• Meetings• Academic program requirement• Religious or worship services• Political or lobbying activities• Tabling

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Programming Funds DeadlinesApply by… Program DateJuly 1 August 16 - October 15

September 1 October 16 - December 31

November 1 January 1 - March 15

February 1 March 16 - May 31

April 15 June 1 - August 15

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1. Obtain EIN from IRS

2. Complete AP

Compliance form

3. Open organization

checking account

4. Apply for funds

Check out activities.osu.edufor step-by-step instructions

Form can be found on the Student Activities website

You may use any bank you prefer

Only the treasurer can apply for CSA funds

Eligibility for CSA Funding

You may apply for funds regardless of your organization status –Active, Pending, Inactive

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Changes to CSA FundingOperating FundsNo travel through

6/30/21

Programming FundsVirtual and in-person

programs are accepted

Food is discouragedNo travel through

6/30/21

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Changes to CSA FundingPurchases that do not comply with safety

guidance provided by the university and/or CSA may not be reimbursed

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Fundraising and PhilanthropyThe utilization of creative and effective practices to raise funds for the organization, as well as skills for purposeful charitable giving

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Fundraising IdeasAlumni Base

Sell t-shirts

Campus Parc

Food/Bake sales

Restaurant nights

Schottenstein Center Cleanups

*No spending restrictions on money you fundraise*

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Fundraising and PhilanthropyWhat are examples of successful fundraising your organization has tried?

What are some challenges your organization has experienced when it comes to fundraising?

Does your organization engage in philanthropy?If so, what type of philanthropy work do you do?

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Operational EfficiencyThe procedures and processes for regular, efficient, and effective organizational function

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For Operating and

Programming Funds

Original, itemized,

legible receipts

Submit to Resource Room

or Email

Audit forms can be found on Student Activities website

Must show proof-of-payment and exactly what was purchased

It’s okay if actual expenses vary from the original application

Submitting an Audit

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Your Organization’s

Information

Program Expenses +

Receipts

Program Income (if any)

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Acceptable?

Itemized with total

Proof of payment

Acceptable!

You may need multiple

documents to show

itemization and proof of

payment

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Acceptable!

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But…

Acceptable Receipt

Each item purchased is listed separately and lists each unit

price along with total

But…P*ps* products not a fundable item!Only Coca-Cola products will

be reimbursed!

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This (or bank statement) shows the

funds have cleared your account

From the bank account, not a

photocopy of the check

Proof of Payment: Cancelled Check

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Ohio Union and RPAC Invoices can be paid directly

Acceptable!

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Not Acceptable

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Not Acceptable

Itemized, shows amount, does not show proof of

payment

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Not Acceptable

Illegible – this org waited too long to turn in their

audit

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Top Five Things to Know About Completing an Audit

1. Receipts must be original, itemized, legible, and show proof of payment

2. Multiple receipt documents may be required3. Audit forms found online:

Student Activities > Student Organizations > Funding4. Operating and Programming Funds audits have

different due dates5. Submit audits to, and pick up checks from, the

Resource Room

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KBK Center, Resource Room

$250 line-of-credit

Not all equipment is available

Online order form

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Risk ReductionThe assessment and reduction of accidental harm or loss through proactive safety measures and response plans

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Risk Reduction

Transition bank account and EIN(upload EIN letter to Management System)

Who’s on the account?

Keep expenditures up-to-date

Cash handling

Mail, audits, and bank statements

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Resources

Office Hours

Coca-Cola Product Donation

OUAB, Student Governments, and other

campus collaborators

Your bank

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Upcoming Events and Deadlines

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Registration and Funding Deadlines

Spring Registration Window: April 15

Programming Funds: April 15• For events taking place

June 1 - August 15

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Student Org EssentialsMondays at 5:30 p.m.February 1 – Adobe SparkFebruary 22 – Microsoft TeamsMarch 15 – FlipgridApril 5 – Putting It All Together

Recordings at go.osu.edu/StudentOrgProgramming

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Member Development GrantApplications open nowUp to $500Rolling application (at least 3 weeks in

advance of activity)Matched with a Coach to implement activity

Application at go.osu.edu/StudentOrgProgramming

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Questions and Follow-up

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Resource Webpage

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Next StepsComplete Online Training (if not done already)

Check out website (activities.osu.edu/involvement/student_organizations)

Review the Framework

Connect with, or request, a Coach

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Thank You for AttendingFollowing Today’s Training:

Confirmation email with links/ resourcesAccess resources at activities.osu.edu

Contact Us:csls@osu.edu